Private Client Relationship Manager
About The Position
As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. A Private Client Relationship Manager drives exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth. They establish efficient operating norms for the practice, execute the team’s value proposition, and collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet. Additionally, they ensure strong internal communication, lead routine business health and pipeline meetings, and identify opportunities to enhance processes and alignment across the team.
Requirements
- outstanding professional experience and industry knowledge, and you demonstrate strong sales and service acumen
- results oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely manner
- credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen
- agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast-paced business and possess the ability to simultaneously balance a wide range of project
- collaborative, partnering seamlessly with internal and external stakeholders to drive business outcome
- Bachelor’s degree required
- Series 65 must be obtained within 60 days of hire date
Nice To Haves
- Graduate degree preferred.
- CFP preferred.
Responsibilities
- day-to-day management of the Private Wealth Advisor’s practice
- ensure execution of the sales and service goals
- keep the advisor and practice in motion
- provide subject matter expertise in various areas to offer solutions to complex client matters
- provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support
- drive exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth
- establish efficient operating norms for the practice
- execute the team’s value proposition
- collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet
- ensure strong internal communication
- lead routine business health and pipeline meetings
- identify opportunities to enhance processes and alignment across the team
Benefits
- competitive salary
- bonuses
- benefits
- company-funded retirement contribution
- generous time-away and health benefits from day one, with the opportunity for flexible work options
- 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
- on-demand professional development resources that allow you to hone existing skills and learn new ones
- individual annual performance bonus
- Capital’s annual profitability bonus
- retirement plan where Capital contributes 15% of your eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
